UFIV vs AUGT
Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF (AUGT, ETF).
UFIV vs AUGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFIV
$29M
Winner
AUGT
$30M
Expense Ratio
Winner
UFIV
0.15%
AUGT
0.74%
Max Drawdown
Winner
UFIV
7.11%
AUGT
13.12%
Sharpe Ratio
UFIV
-0.58
Winner
AUGT
1.45
5Y Beta
Winner
UFIV
-0.01
AUGT
0.62
UFIV vs AUGT - Historical Returns
Returns include dividend reinvestment.
1M
UFIV
-0.05%
Winner
AUGT
+1.04%
3M
UFIV
-0.97%
Winner
AUGT
+4.60%
6M
UFIV
-0.52%
Winner
AUGT
+7.20%
1Y
UFIV
+1.67%
Winner
AUGT
+14.80%
Max(CAGR)
UFIV
+2.60%
Winner
AUGT
+15.50%
UFIV vs AUGT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UFIV | AUGT |
|---|---|---|
| 2026 | -0.74% | +7.54% |
| 2025 | +6.83% | +14.80% |
| 2024 | +1.43% | +20.27% |
| 2023 | +1.58% | +3.94% |
UFIV vs AUGT Drawdown Comparison
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The maximum drawdown for AUGT was -13.12%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The current UFIV drawdown is -2.25%.
| Rank | UFIV | AUGT |
|---|---|---|
| #1 | -5.63% May 4, 2023 - Feb 1, 2024 | -13.12% Feb 19, 2025 - Jun 12, 2025 |
| #2 | -4.03% Sep 16, 2024 - Apr 3, 2025 | -6.90% Aug 1, 2023 - Nov 20, 2023 |
| #3 | -3.19% Feb 1, 2024 - Jul 11, 2024 | -5.36% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -4.45% Jul 31, 2024 - Aug 15, 2024 |
| #5 | -1.86% Apr 30, 2025 - Jun 26, 2025 | -3.84% Mar 28, 2024 - May 9, 2024 |
| #6 | -1.81% Apr 4, 2025 - Apr 29, 2025 | -2.86% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -1.47% Apr 6, 2023 - May 3, 2023 | -2.77% Oct 27, 2025 - Dec 3, 2025 |
| #8 | -0.97% Jun 30, 2025 - Aug 1, 2025 | -2.19% Dec 6, 2024 - Jan 21, 2025 |
| #9 | -0.91% Aug 2, 2024 - Aug 21, 2024 | -1.69% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.83% Nov 25, 2025 - Feb 10, 2026 | -1.59% Oct 22, 2024 - Nov 6, 2024 |
| #11 | -0.80% Oct 22, 2025 - Nov 21, 2025 | -1.58% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -0.72% Sep 8, 2025 - Oct 13, 2025 | -1.44% Feb 2, 2026 - Feb 9, 2026 |
| #13 | -0.38% Jul 17, 2024 - Jul 26, 2024 | -1.37% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -0.36% Aug 23, 2024 - Sep 4, 2024 | -1.33% Jun 4, 2026 - Jun 15, 2026 |
| #15 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -1.28% Jul 25, 2025 - Aug 8, 2025 |
Correlation
Correlation between UFIV and AUGT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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